President Trump announced Friday that his administration will launch a “major Tariff Investigation on Furniture coming into the United States,” setting the stage for new import duties on chairs, sofas and other home furnishings within the next 50 days.
In a post on his Truth Social platform, Trump said the investigation will determine tariff rates on furniture imports from other countries. “This will bring the Furniture Business back to North Carolina, South Carolina, Michigan, and States all across the Union,” he wrote
Market Reaction and Industry Impact
Furniture retailers’ stocks tumbled in after-hours trading following Trump’s announcement. Wayfair fell nearly 8%, while RH dropped 7% and Williams-Sonoma declined 6%, according to MarketWatch. La-Z-Boy, which manufactures primarily in North America, saw its shares gain 3.7%.
The furniture industry represents a substantial import category, with the U.S. importing more than $20 billion worth of consumer furniture in the first half of 2025. Vietnam and China are the leading exporters to the United States, with Vietnam accounting for approximately 37% of furniture imports.
“The most noticeable immediate impact will be higher prices,” said Ana Arun, CEO of furniture producer Lifestyle Solutions Venture LLC, noting that businesses cannot absorb such tariff levels.
Broader Tariff Strategy
The furniture investigation represents the latest expansion of Trump’s trade policy, which has already imposed tariffs ranging from 15% to 20% on most foreign products. The administration has previously targeted steel, aluminum, automobiles, auto parts, and various electronics with import duties.
On Thursday, Trump announced a national security probe into wind energy imports. The Commerce Department is also investigating potential levies on pharmaceuticals, semiconductors, aircraft, critical minerals, and lumber.
Trump did not specify which legal authority would be used for the furniture investigation, though past industry-specific tariffs have been implemented under Section 232 of the Trade Expansion Act, typically reserved for products deemed essential to national security.
